Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Brian Stewart

๐Ÿ‘ค Speaker
1348 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

And then I guess just because we're the first episode of the new year, anything to say about the market in general this coming year?

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

Anything that you're particularly focused on or thinking about or anything to give to investors for this coming year?

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

Yes, yes, yes.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

To the point about valuation and how it's a difficult thing to ascertain these days, I just had a fantastic conversation for those interested with Julian Lin on our Investing Experts podcast.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

He's a valuation guy and he gets into how he figures out valuation when it's a bit confusing and sus.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

So I would recommend people listen to that.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

It's a deep dive on IIPR, the cannabis REIT, but he gets into some good stuff about valuation for those interested.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

Brian, we are off next week.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

I'm on vacation, but we will talk to everybody and each other in a couple of weeks.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

Talk to you then.

Wall Street Breakfast
Wall Street Roundup: Is everything priced in but normalcy?

Appreciate this very thoughtful conversation.

Wall Street Breakfast
Trump playing chicken with the world?

Indeed, yeah. Busy times.

Wall Street Breakfast
Trump playing chicken with the world?

Indeed, yeah. Busy times.

Wall Street Breakfast
Trump playing chicken with the world?

Indeed, yeah. Busy times.

Wall Street Breakfast
Trump playing chicken with the world?

Yeah, obviously. So we're recording this on Thursday as the markets fall following the tariff announcement last night. The tariffs were much more draconian than people had predicted. So the market is adjusting accordingly. If you're taking the optimistic view of the process that we're now involved in, Trump is in the process of doing a negotiation tactic.

Wall Street Breakfast
Trump playing chicken with the world?

Yeah, obviously. So we're recording this on Thursday as the markets fall following the tariff announcement last night. The tariffs were much more draconian than people had predicted. So the market is adjusting accordingly. If you're taking the optimistic view of the process that we're now involved in, Trump is in the process of doing a negotiation tactic.

Wall Street Breakfast
Trump playing chicken with the world?

Yeah, obviously. So we're recording this on Thursday as the markets fall following the tariff announcement last night. The tariffs were much more draconian than people had predicted. So the market is adjusting accordingly. If you're taking the optimistic view of the process that we're now involved in, Trump is in the process of doing a negotiation tactic.

Wall Street Breakfast
Trump playing chicken with the world?

He's playing chicken with the rest of the world. These are sort of opening gambit to negotiations. And so over the next few weeks, we're going to see these mitigated or exceptions made to the point where they won't be as aggressive as they are now.

Wall Street Breakfast
Trump playing chicken with the world?

He's playing chicken with the rest of the world. These are sort of opening gambit to negotiations. And so over the next few weeks, we're going to see these mitigated or exceptions made to the point where they won't be as aggressive as they are now.

Wall Street Breakfast
Trump playing chicken with the world?

He's playing chicken with the rest of the world. These are sort of opening gambit to negotiations. And so over the next few weeks, we're going to see these mitigated or exceptions made to the point where they won't be as aggressive as they are now.